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Jonathan Gregory Mcclelland

Sizemore Capital Management, LLC

Austin, TX

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Current Employers
Sizemore Capital Management, Llc

Calle Leonidas Yerovi 104 Office 204, San Isidro 15073 • Peru

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-01-07
  • TX RA
    APPROVED
    Since 2021-01-07

Branch Locations

15100 Gebron Drive, Austin, TX 78734 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Austin TX 04/2017 08/2017
Pepperdine University Malibu CA 01/2017 04/2017
Anything But Salads Hong Kong 08/2016 12/2016
Pepperdine University Malibu CA 08/2012 04/2017
Axa Advisors, Llc New York NY 11/2017 06/2020
Bag Securities Llc Austin TX 07/2020 Present
Sizemore Capital Management Llc Dallas TX 01/2021 Present
  • 04/2017 → 08/2017
    Unemployed
    Austin, TX
  • 01/2017 → 04/2017
    Pepperdine University
    Malibu, CA
  • 08/2016 → 12/2016
    Anything But Salads
    Hong Kong
  • 08/2012 → 04/2017
    Pepperdine University
    Malibu, CA
  • 11/2017 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 07/2020 → Present
    Bag Securities Llc
    Austin, TX
  • 01/2021 → Present
    Sizemore Capital Management Llc
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-11
  • S66 Uniform Combined State Law Examination
    2018-01-11
Other Names
  • Jonathan Mcclelland

View on SEC IAPD

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JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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